Moatless Capital

5.7K posts

Moatless Capital

Moatless Capital

@MoatlessCapital

Buyside Investor. Not investment advice. Do your own work. moatless "dot" capital "at" gmail "dot" com The line between Shabi and Niubi is very thin.

@moatlesscapital @ bluesky Katılım Nisan 2018
422 Takip Edilen5.9K Takipçiler
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Moatless Capital
Moatless Capital@MoatlessCapital·
@shaneparrish There are some 130mln books in the world. In a life time, an avid reader can expect to read 1 book/week. Over a 60 year period, one can be expected to read some 3100 books. That is 0.0024% of all books outstanding. What *not to read* is more important. #alwaysinvert
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Unemployed Capital Allocator
Unemployed Capital Allocator@atelicinvest·
The real alpha is in knowing how to get useful outcomes with approximate truths and slops, btw.
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Moatless Capital
Moatless Capital@MoatlessCapital·
PORK SHORTAGE DETECTED IN SHANGHAI. WHAT IS THIS ABUNDANCE YOU SPEAK OF!!!
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Moatless Capital
Moatless Capital@MoatlessCapital·
@ruima You gotta get the membership and these vouchers to delay til 6pm
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Rui Ma
Rui Ma@ruima·
Can't beat the 2PM checkout time!!!
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Rui Ma
Rui Ma@ruima·
Finally stayed at an Atour hotel, the simple business lodging everyone raves about. I don’t know how I could have gotten a smaller room, I can probably jump from the toilet onto the bed lol. This room is about $100 in downtown Beijing. It’s basically a much nicer JI Hotel (the founder used to work there). The service is great though, more proactive than many high end hotels.
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Moatless Capital
Moatless Capital@MoatlessCapital·
@ruima The Light offering is slightly downgraded vs traditional Atour experience - main thing is smaller rooms
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Rui Ma
Rui Ma@ruima·
@MoatlessCapital Oooh I just checked, I think it is? It's the same price as the Atour slightly farther away though. Probably because the location is super good (why I am here).
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Aravind
Aravind@aravind·
@sanjeevsanyal Wikipedia was taken over by Chinese, Islamists, and deep state through donations and infiltration. Along with an army of "fact checkers" to edit the narrative as it suits them. India didn't do these things, so Wikipedia will be forever anti-India run by the adversaries above.
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Sanjeev Sanyal
Sanjeev Sanyal@sanjeevsanyal·
So, the latest attempt to change my Wikipedia entry..... insterting "revisionist Hindutva history".They will first write some "article" to reference and then change the entry. This way of creating circular referencing is their main tool. I will leave it to the good people here to edit it back.
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Fundamental Investor
Fundamental Investor@fundiescapital·
Are Semianalysis employees allowed to buy stocks? Short stocks?
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Moatless Capital
Moatless Capital@MoatlessCapital·
Just kidding. It's because store is closing in 30min and everyone is out stocking up before the typhoon this weekend.
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宏观边际MacroMargin
宏观边际MacroMargin@MacroMargin·
今天中国科技股大涨，很大原因是因为昨天总书记的讲话， 这篇讲话可以说是吹响了“大炼科技”的号角，很多话说得非常重，高层非常FOMO，害怕错失本轮科技/产业革命，（我在6月初的简报就判断“大炼科技”正式提速）。 这轮科技/产业革命，让领导层看到了机会，一个中国等了百年甚至千年的，弯道/换道超车的机会，不成功便成仁。 比如几个提法，非常FOMO， “形势催人，也逼人....必须抓住历史机遇”， “引导地方聚焦国家战略需求加大研发投入... 引导企业增加研发投入，调动更多社会力量支持科技创新...” 这让人想起毛时代的“调动一切积极因素”的提法，于是后面开启了大炼钢铁.... 上一轮“大炼”，是追赶第二次工业革命，当时吊车尾， 这次是第四次工业革命，中国终于处在车头或前列， 加上前人惨痛的失败教训，真希望这次结果会是好的，就看“十五五”这几年了， 借用已故高善文先生的那句名言： “30岁以下的年轻人......如果国家这一次走错了路(炼失败了)，这辈子就可以洗洗睡了”
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Moatless Capital
Moatless Capital@MoatlessCapital·
@HongshenZhu @PolBehavior Even now people from Dongbei still suffer from the stereotype that they're all gang members, or people from Henan tend to steal manhole covers. All you need to look for is the number of security bars on windows of 1990s/2000s buildings as evidence of that period:
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Hongshen Zhu
Hongshen Zhu@HongshenZhu·
@PolBehavior The damage spills beyond the laid-off. In high-layoff counties, even people who kept their jobs trust the government less. Privatization boosted GDP but cut spending on education, security & administration — hollowing out the local order. Rust-belt anxiety, Chinese edition.
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Hongshen Zhu
Hongshen Zhu@HongshenZhu·
@PolBehavior The most striking result: money doesn't fix it. Laid-off workers who later achieved high incomes — even those who rate themselves top earners in their community — remain just as distrustful. Compensating the losers isn't enough.
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Moatless Capital
Moatless Capital@MoatlessCapital·
Choose your fighter: Bernstein vs SemiAnalysis on Chinese memory capacity expansion cadence
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Moatless Capital
Moatless Capital@MoatlessCapital·
Healthy debate on the Bernstein semiconductor team. Its clear Asia (Mark Li/Qingyuan Lin/David Dai) much less sanguine on cycle length (Kioxia target price 40k vs 72900) than the US Team ($SNDK target price 3000 vs. 1617)
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Keşfet

@StockTalk416 @atelicinvest @ruima @AngelicaOung @aravind @sanjeevsanyal @fundiescapital @elonmusk